Investing in Asia after its financial crisis of 1997, or in the US following the dot-com bubble or the GFC, would have delivered good performance over the following decade, says Daniel Rupp, CIO and founder of Parkway Capital. Daniel joins John Lee on the Asia Centric podcast to discuss why he launched an Asia-focused long-only fund at the beginning of 2024 – at the height of investor pessimism toward China. He also sees vast stock picking opportunities across the region and discusses why active rather than passive management might make more sense in Asia than the US.

Investing in Asia after its financial crisis of 1997, or in the US following the dot-com bubble or the GFC, would have delivered good performance over the following decade, says Daniel Rupp, CIO and founder of Parkway Capital. Daniel joins John Lee on the Asia Centric podcast to discuss why he launched an Asia-focused long-only fund at the beginning of 2024 &ndash; at the height of investor pessimism toward China. He also sees vast stock picking opportunities across the region and discusses why active rather than passive management might make more sense in Asia than the US.

Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence speaks with experts and newsmakers about the big ideas and trends moving money across the region.

Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence speaks with experts and newsmakers about the big ideas and trends moving money across the region.

Asia Centric by Bloomberg Intelligence

Starting an Asia Fund in an Era of US Preeminence

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/410a66fb-8598-4827-b2a7-b26d00731e8d/transcript

The disruption in the Strait of Hormuz upended global energy markets, but the feared catastrophic oil shock never materialized. Prior to the Middle East conflict, about 20 million barrels of oil and products flowed through the maritime chokepoint every day. Due to regional bypass pipelines, strategic reserve releases and voluntary demand reductions from China, the global system absorbed the impact. Now, major producers and exposed Asian consumers are doubling down on long-term diversification to secure their supply chains.

Salih Yilmaz, senior equity research analyst covering energy, oil and gas at Bloomberg Intelligence, joins John Lee on the Asia Centric podcast. He outlines his "Peak Hormuz" thesis, detailing how global energy flows are rapidly realigning, the structural shift toward energy resilience, and what this means for near-term oil prices.

The disruption in the Strait of Hormuz upended global energy markets, but the feared catastrophic oil shock never materialized. Prior to the Middle East conflict, about 20 million barrels of oil and products flowed through the maritime chokepoint every day. Due to regional bypass pipelines, strategic reserve releases and voluntary demand reductions from China, the global system absorbed the impact. Now, major producers and exposed Asian consumers are doubling down on long-term diversification to secure their supply chains.
Salih Yilmaz, senior equity research analyst covering energy, oil and gas at Bloomberg Intelligence, joins John Lee on the Asia Centric podcast. He outlines his "Peak Hormuz" thesis, detailing how global energy flows are rapidly realigning, the structural shift toward energy resilience, and what this means for near-term oil prices.

Peak Hormuz and the New Oil Order

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5613f75b-2d4a-48c1-82b5-b48f0086771a/transcript

Chinese consumer sentiment isn't collapsing across the board, but retail sales growth is projected to hit a four-year low. While big-ticket categories like home appliances and autos crumble under subsidy fatigue, highly resilient segments are holding ground, particularly cosmetics, luxury, and premium sportswear. In e-commerce, Alibaba and rival giants are locked in a margin-crushing battle over agentic AI to capture shrinking wallets.

Catherine Lim, APAC head of Bloomberg Intelligence and senior consumer and technology analyst, joins John Lee to unpack her latest retail survey. Catherine reveals exactly where the wealthy plan to spend next -- which players, like Laopu Gold, are winning over shoppers, and how AI agents are reshaping the digital marketplace.

Chinese consumer sentiment isn't collapsing across the board, but retail sales growth is projected to hit a four-year low. While big-ticket categories like home appliances and autos crumble under subsidy fatigue, highly resilient segments are holding ground, particularly cosmetics, luxury, and premium sportswear. In e-commerce, Alibaba and rival giants are locked in a margin-crushing battle over agentic AI to capture shrinking wallets.
Catherine Lim, APAC head of Bloomberg Intelligence and senior consumer and technology analyst, joins John Lee to unpack her latest retail survey. Catherine reveals exactly where the wealthy plan to spend next -- which players, like Laopu Gold, are winning over shoppers, and how AI agents are reshaping the digital marketplace.

China's Shoppers Still Buy Luxury, But Selectively

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6a061132-44dc-489b-a8b3-b480006af514/transcript

A massive convergence of artificial intelligence, energy and security is sparking what is likely to be the largest and longest energy investment cycle in history, according to Morgan Stanley. Driven by the demands of AI data centers and a strategic shift from "just-in-time" cost efficiency to "just-in-case" resilience, more than $5 trillion in new-energy investments is projected for Asia over the next five years.

Mayank Maheshwari, equity analyst at Morgan Stanley, joins John Lee on the Asia Centric podcast to break down this monumental shift. They discuss the rewiring of regional supply chains, how these investments will be financed, and the far-reaching implications across every asset class, sector and geography.

A massive convergence of artificial intelligence, energy and security is sparking what is likely to be the largest and longest energy investment cycle in history, according to Morgan Stanley. Driven by the demands of AI data centers and a strategic shift from "just-in-time" cost efficiency to "just-in-case" resilience, more than $5 trillion in new-energy investments is projected for Asia over the next five years.
Mayank Maheshwari, equity analyst at Morgan Stanley, joins John Lee on the Asia Centric podcast to break down this monumental shift. They discuss the rewiring of regional supply chains, how these investments will be financed, and the far-reaching implications across every asset class, sector and geography.

How AI and Energy Security Fuel a New Supercycle

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0f4c3f58-6df4-43e9-a271-b47f0051c7a9/transcript

Starting an Asia Fund in an Era of US Preeminence

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